Berman Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Berman Capital Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$27.4M	Buy	463,460 +11,348	+3%	+$686K	4.32%	3
2021 Q2	$26.8M	Buy	452,112 +7,272	+2%	+$421K	4.27%	4
2021 Q1	$24.6M	Buy	444,840 +25,204	+6%	+$1.37M	5.14%	3
2020 Q4	$21.7M	Sell	419,636 -29,080	-6%	-$1.41M	5.19%	4
2020 Q3	$19.8M	Buy	448,716 +6,064	+1%	+$264K	5.61%	4
2020 Q2	$18.1M	Sell	442,652 -41,624	-9%	-$1.59M	4.76%	6
2020 Q1	$15.9M	Buy	484,276 +46,484	+11%	+$1.92M	5.14%	5
2019 Q4	$19.5M	Sell	437,792 -11,824	-3%	-$508K	5.62%	4
2019 Q3	$18.8M	Buy	449,616 +1,460	+0.3%	+$61K	5.87%	3
2019 Q2	$18.8M	Sell	448,156 -19,720	-4%	-$807K	5.97%	3
2019 Q1	$18.8M	Sell	467,876 -22,844	-5%	-$879K	6.29%	3
2018 Q4	$16.9M	Buy	490,720 +11,504	+2%	+$432K	6.65%	4
2018 Q3	$19.7M	Sell	479,216 -60,940	-11%	-$2.49M	8.28%	4
2018 Q2	$21.3M	Buy	540,156 +31,004	+6%	+$1.22M	7.41%	4
2018 Q1	$19.6M	Sell	509,152 -10,316	-2%	-$406K	7.48%	3
2017 Q4	$20.1M	Buy	+519,468	New	+$19.6M	6.65%	4

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Berman Capital Advisors's VO Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q3 2021, buying an estimated $686K and bringing the position to 463,460 shares worth $27.4M. The position accounts for 4.32% of the portfolio, ranked #3.

Berman Capital Advisors first reported a position in VO in Q4 2017 and has held it in 16 quarters since. 1,355 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Berman Capital Advisors held 463,460 shares of Vanguard Morningstar Mid-Cap ETF worth $27.4M as of Q3 2021.
Berman Capital Advisors bought 11,348 Vanguard Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $686K.
Vanguard Morningstar Mid-Cap ETF made up 4.32% of Berman Capital Advisors's portfolio in Q3 2021, its #3 holding.
Berman Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
1,355 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.